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W.P. Carey

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
326
Carret Asset Management
New York
$217K +$217K +3,335 New
GCA
327
Gradient Capital Advisors
California
$213K +$213K +3,274 New
Lazard Asset Management
328
Lazard Asset Management
New York
$212K
CC
329
Chicago Capital
Illinois
$207K +$207K +3,193 New
SLG
330
Stanley-Laman Group
Pennsylvania
$206K -$366K -5,616 -64%
OCG
331
Opus Capital Group
Ohio
$203K +$203K +3,125 New
WC
332
Whitney & Co
New York
$182K +$182K +2,803 New
SF
333
Synovus Financial
Georgia
$175K
DSN
334
D. Scott Neal
Kentucky
$164K
AWM
335
AllSquare Wealth Management
New York
$159K +$46.3K +714 +41%
RWA
336
Ropes Wealth Advisors
Massachusetts
$154K
AWA
337
Acorn Wealth Advisors
Michigan
$145K -$67.5K -1,049 -32%
BAM
338
Bruderman Asset Management
New York
$132K
AIG
339
American International Group
New York
$131K -$15.8K -242 -11%
SIC
340
Salem Investment Counselors
North Carolina
$128K
WG
341
Welch Group
Alabama
$125K
IFAM
342
Institutional & Family Asset Management
Colorado
$117K -$56.8K -876 -33%
AssetMark Inc
343
AssetMark Inc
California
$117K +$117K +1,805 New
POIA
344
Pin Oak Investment Advisors
Texas
$115K
PI
345
PineBridge Investments
New York
$99K -$47.2K -725 -32%
Qube Research & Technologies (QRT)
346
Qube Research & Technologies (QRT)
United Kingdom
$96K +$96K +1,470 New
Fuller & Thaler Asset Management
347
Fuller & Thaler Asset Management
California
$93K
WB
348
Webster Bank
Connecticut
$93K
NWM
349
Northwest Wealth Management
Iowa
$86K
WCAMG
350
Woodard & Company Asset Management Group
North Carolina
$85K